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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-20
  • TX RA
    APPROVED
    Since 2021-01-20

Branch Locations

16 E Avenue N Suite 203B, Temple, TX 76501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Temple TX 07/2002 01/2021
Raymond James Financial Services, Inc. Temple TX 01/2021 Present
Raymond James Financial Services Advisors, Inc. Temple TX 01/2021 Present
Previous Registrations
Other Businesses

(1)Name of Business: Lion Street Private Client Group Address: 16 East Avenue A Ste 203B, Temple, TX, 76501, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/23/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LIRP Insurance Sales (2)Name of Business: Oak Crest Advisors Address: 16 East Avenue A Ste 203B, Temple, TX, 76501, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: The Coffman Financial Group,LLC Address: 16 East Avenue A Ste 203B, Temple, TX, 76501, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/15/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-11
S63 Uniform Securities Agent State Law Examination 1998-08-13
  • S65 Uniform Investment Adviser Law Examination
    2005-07-11
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13
Other Names
  • Jeff B Coffman
  • Jeff Coffman
  • Jiffy Coffman

View on SEC IAPD

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